Click on NEW REQUEST,a screen for entering the details of leave will appear.
Select the organization and employee name. If configured, in Role Configuration, “Allow Employee Name Suggestion Box” checked, the employee name will be displayed in the respective field and the field will be disabled.
To know the available leave balance for an employee, click on 'ViewCurrent Balance' A pop up box with all available Leave Type for that employee and its current balance will appear.
Select the Leave Type from the drop down which that employee's category has.
Select the Leave session from drop down. Three sessions are available: first half, second half and full day.
Mark the day in the calendar for applying leave.
If leave is being requested for two sessions at a time, it should be applied separately before submitting.
Select the session → first half – select the day – apply
Select the session → second half – select the day – apply
Select the session → full day – select the day – apply
The 'number of days' will get automatically updated.
On the Calendar, marked days will be highlighted in blue along with the leave type code and the session chosen for the day.
Remarks are mandatory. If any attachments are necessary,click ADD ATTACHMENT tab.
Click on SUBMIT LEAVE.
The request will get logged on the list. The status of the request will be in Awaiting Approval.(Only if it has been configured as an Approval Chain for the document type HR Leave).
Once we logged a request, the Approver will get a notification and a mail to his/her email address.
Approver can approve, reject or forward the document.
After the document gets approved, the status of the leave request will change to 'Approved'.
Once the approval gets completed, the number of leaves will get deducted from the leave balance .